Decreased confidence in this team’s ability to execute its gutsy, high-conviction approach warrants a downgrade of Davis Global’s People Pillar rating to Average from Above Average, making it and the related PAN-Tribal Global Equity Fund (Australia) and Davis Select Worldwide ETF decent but not compelling offerings.
Davis Select Worldwide ETF DWLD
Morningstar’s Analysis DWLD
Will DWLD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Meta Platforms Inc Class A | 6.63 | 20.5 Mil | Communication Services |
Ping An Insurance (Group) Co. of China Ltd Class H | 5.91 | 18.3 Mil | Financial Services |
Meituan Class B | 5.55 | 17.2 Mil | Consumer Cyclical |
Prosus NV Ordinary Shares - Class N | 4.94 | 15.3 Mil | Communication Services |
Capital One Financial Corp | 4.87 | 15.1 Mil | Financial Services |
Julius Baer Gruppe AG | 4.75 | 14.7 Mil | Financial Services |
DBS Group Holdings Ltd | 4.42 | 13.7 Mil | Financial Services |
Danske Bank A/S | 4.34 | 13.4 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 4.26 | 13.2 Mil | Financial Services |
Amazon.com Inc | 3.75 | 11.6 Mil | Consumer Cyclical |